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AFDIX vs VTSMX
AFDIX vs VTSMX Comparison
Open Charts AFDIX vs VTSMX
American Century Large Cap Equity I
Price$51.29
Change-$0.87 (-1.67%)
VolumeN/A
Net Assets4.02B
Vanguard Total Stock Mkt Idx I
Price$139.57
Change-$2.47 (-1.74%)
VolumeN/A
Net Assets1.72T
AFDIX vs VTSMX Comparison Chart
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AFDIX vs. VTSMX commentary
May 22, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AFDIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. AFDIX (4.02B). VTSMX pays higher dividends than AFDIX: VTSMX (1.26) vs AFDIX (0.60). AFDIX was incepted earlier than VTSMX: AFDIX (20 years) vs VTSMX (33 years). AFDIX (0.79) is less costly to investors than VTSMX (0.14). AFDIX is a more actively managed with annual turnover of: 21.00 vs. VTSMX (2.00). AFDIX has a lower initial minimum investment than VTSMX: AFDIX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 11.08 vs. AFDIX (-0.19). VTSMX return over 5 years is better than : 96.32 vs. AFDIX (76.59).
| AFDIX | VTSMX | AFDIX / VTSMX | |
| Total Expense Ratio | 0.79 | 0.14 | 564% |
| Annual Report Gross Expense Ratio | 0.79 | 0.14 | 564% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | -1.473 | 0.767 | -192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.02B | 1.72T | 0% |
| Annual Yield % from dividends | 0.60 | 1.26 | 47% |
| Returns for 1 year | -0.19 | 11.08 | -2% |
| Returns for 3 years | 38.84 | 49.86 | 78% |
| Returns for 5 years | 76.59 | 96.32 | 80% |
| Returns for 10 years | 145.06 | 174.58 | 83% |
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